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Wells Fargo
WFC

Overview Fund Activity

2,527 hedge funds and large institutions have $178B invested in Wells Fargo in 2024 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 819 increasing their positions, 929 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,527
Holders Change
+310
Holders Change %
+13.98%
% of All Funds
33.64%
Holding in Top 10
88
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+46.67%
% of All Funds
1.17%
New
450
Increased
819
Reduced
929
Closed
97
Calls
$5.27B
Puts
$4.62B
Net Calls
+$649M
Net Calls Change
+$1.43B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$998M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$967M
3
DZ Bank
DZ Bank
Germany
+$942M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$499M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$467M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.41B
2
Dodge & Cox
Dodge & Cox
California
-$1.16B
3
Harris Associates
Harris Associates
Illinois
-$466M
4
Primecap Management
Primecap Management
California
-$455M
5
DSA
Davis Selected Advisers
Arizona
-$395M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSB
1626
Piscataqua Savings Bank
New Hampshire
$482K -$3.72K -53 -0.8%
RLH
1627
RD Lewis Holdings
Florida
$481K +$481K +5,968 New
RZH
1628
Relyea Zuckerberg Hanson
Connecticut
$481K +$33.6K +478 +7%
AMIM
1629
Aull & Monroe Investment Management
Alabama
$480K -$100K -1,427 -17%
LFG
1630
Larson Financial Group
Missouri
$478K +$47.7K +679 +11%
CL
1631
COWA LLC
Oklahoma
$478K – – –
LIA
1632
LBMC Investment Advisors
Tennessee
$477K – – –
SAM
1633
Sequent Asset Management
Texas
$477K -$2.95K -42 -0.6%
TAM
1634
Titleist Asset Management
Texas
$476K -$41.9K -596 -8%
AB
1635
Atlas Brown
Kentucky
$474K +$3.86K +55 +0.8%
WF
1636
Wayfinding Financial
Washington
$474K +$474K +6,754 New
KW
1637
KWB Wealth
California
$474K +$1.86K +33 +0.4%
DMC
1638
Drexel Morgan & Co
Pennsylvania
$474K – – –
BFG
1639
Bouchey Financial Group
New York
$474K -$11.2K -159 -2%
JSAM
1640
J. Safra Asset Management
New York
$474K +$192K +2,725 +68%
PWM
1641
Pines Wealth Management
North Carolina
$473K +$473K +6,764 New
CAMV
1642
Concord Asset Management (Virginia)
Virginia
$472K +$108K +1,542 +30%
NWWA
1643
New Wave Wealth Advisors
Arkansas
$472K -$23.7K -338 -5%
WMP
1644
Wealth Management Partners
Arizona
$472K -$21.7K -309 -4%
SB
1645
Simmons Bank
Arkansas
$471K -$7.02K -100 -1%
BC
1646
Belmont Capital
California
$470K -$7.02K -100 -1%
DE
1647
Diversified Enterprises
Delaware
$469K +$15.6K +222 +3%
FFIC
1648
First Fiduciary Investment Counsel
Ohio
$469K +$97.7K +1,390 +26%
VCM
1649
Virtue Capital Management
Tennessee
$468K +$468K +6,656 New
CCWM
1650
Cassaday & Co Wealth Management
Virginia
$467K +$6.74K +96 +1%
64 65
66
67 68